Zichen Zhan

- Led the development collaboratively of a web-based data tracking dashboard with a vendor that allows business units to monitor user behavior during both pre-sales and post-sales phases. - Designed and built 30+ key performance indicators (KPIs) to meet business requirements, delving into frontend user behavior, analyzing underlying causes, and proposing corresponding solutions. Regularly conducted presentations to stakeholders and management, continuously adjusted and added analysis models based on feedback, and consistently monitored the performance of each metric. - Organized product training for over 20 participants, designed to help product users understand the underlying logic, analysis models, and scenarios of the product. Through such training, successfully eliminated the cumbersome process of colleagues individually requesting data from the data department for each analysis. Instead, they could independently build models and export data from the product, significantly improving work efficiency.

- Calculated automation-related KPIs to visualize progress and shared them monthly with management and colleagues. Proactively communicated with management after identifying key processes negatively impacting the user experience. Collaborated with the product owner to refine the process and improve the overall user journey. - Under the responsibilities of the Project Management Office (PMO), managed a two-year project with a budget of 90 million, overseeing the planning, execution, and monitoring of the entire project. Successfully achieved comprehensive integration with brand partners, ensuring close collaboration between the project and partners. Implemented an end-to-end digital customer journey, enhancing customer experience and project outcomes. - Identified 5 potential risks related to project spending and budget, developed a mitigation plan by communicating with stakeholders, then obtained approval from management for the mitigation plan. - Organized and led 6 quarterly retrospectives within the project team to boost morale, discuss areas of success, and identify opportunities for improvement. Received positive feedback from the team.

- Conducted thorough due diligence on project loans by risk credit assessment, and financial index solvency calculations to complete a comprehensive report for borrowers. - Efficiently organized and analyzed marketing data for home applications to write concise investment recommendation reports on marketing rules, trends, investment logic, and concerns. Gathered industry data indicators, comprehensive fundamentals, and financial statements provided by all view cloud to inform report writing. - Collaborated on the development of a 500 million yuan convertible bond issuance report by analyzing listed companies' roadshow reports, fundraising instructions, and annual reports as a Convertible Bond Sponsor.

- Participated in daily morning conferences at Noah to discuss economic activities, risk exposure, and their impact on investments with colleagues. Analysed present international affairs and summarized meeting notes. - Assisted the manager in introducing private equity business processes to clients and creating tailored asset allocation strategies based on their investment purposes, risk tolerance, willingness, and ability. Collaborated with the marketing department to organize client activities - Supported the asset management department in fundraising through roadshows, promoting investment opportunities in high-growth or high-value companies and identifying potential equity investment opportunities in private firms.